Summit Financial, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
706
Total Value
3568500023
Accession Number
0001765536-25-000004
Form Type
13F-HR
Manager Name
Summit Financial, LLC
Data Enrichment
76% identified
534 identified172 unidentified

Holdings

706 positions
Manager:
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Page 7 of 36
464288513
Shares:
76225(+357.0%)
Value:
$6.0B(+358.4%)
TJX COMPANIES INC /DE/
Shares:
49352(-3.4%)
Value:
$6.0B(-2.6%)
921937835
Shares:
79175(-20.6%)
Value:
$5.8B(-18.9%)
46432F834
Shares:
82808(+10.6%)
Value:
$5.8B(+16.7%)
CyberArk Software Ltd.
Shares:
17077(+0.5%)
Value:
$5.8B(+2.0%)
33734X184
Shares:
140529
Value:
$5.8B
S&P Global Inc.
Shares:
11324(-1.0%)
Value:
$5.8B(+1.0%)
ORACLE CORP
Shares:
40372(+9.6%)
Value:
$5.6B(-8.1%)
MORGAN STANLEY
Shares:
47764(-2.6%)
Value:
$5.6B(-9.7%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:
12984(+78.7%)
Value:
$5.5B(+75.9%)
Mastercard Inc
Shares:
9936(-10.8%)
Value:
$5.4B(-7.1%)
Sunoco LP
Shares:
93180(+21.9%)
Value:
$5.4B(+37.6%)
808524102
Shares:
237448(+1467.7%)
Value:
$5.1B(+1387.0%)
92204A702
Shares:
9414(+214.5%)
Value:
$5.1B(+174.3%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
9444(+5.2%)
Value:
$5.0B(-1.9%)
VERIZON COMMUNICATIONS INC
Shares:
110656(+59.2%)
Value:
$5.0B(+80.5%)
O REILLY AUTOMOTIVE INC
Shares:
3461(+14.0%)
Value:
$5.0B(+37.7%)
Chubb Ltd
Shares:
16364(+8.8%)
Value:
$4.9B(+18.6%)
WILLIAMS COMPANIES, INC.
Shares:
82624(+1.2%)
Value:
$4.9B(+11.7%)
BlackRock, Inc.
Shares:
5207(-0.1%)
Value:
$4.9B(-7.8%)